Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
Loading...

Advisor Information

Office location

Bedford, NH

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 8 mos
Cambridge Investment Research, INC.
May 2025 - Present · 8 mos
Previous Registrations
Integrity Alliance, LLC
August 2023 - May 2025 · 1 yr 9 mos
Integrity Alliance, LLC. Broker
August 2023 - May 2025 · 1 yr 9 mos
LPL Financial LLC
June 2022 - September 2023 · 1 yr 3 mos
LPL Financial LLC Broker
June 2022 - September 2023 · 1 yr 3 mos
Lincoln Investment
July 2019 - June 2022 · 2 yrs 11 mos
Capital Analysts
July 2019 - June 2022 · 2 yrs 11 mos
Lincoln Investment Broker
July 2019 - June 2022 · 2 yrs 11 mos
1st Global Capital CORP.Broker
March 2018 - July 2019 · 1 yr 4 mos
1st Global Advisors INC
March 2018 - July 2019 · 1 yr 4 mos
Questar Asset Management, INC.
February 2016 - March 2018 · 2 yrs 1 mo
Questar Capital CorporationBroker
February 2016 - March 2018 · 2 yrs 1 mo
Proequities, INC.Broker
September 2015 - March 2016 · 6 mos
Investment Advisors
September 2015 - March 2016 · 6 mos
MML Investors Services, LLC Broker
August 2009 - September 2015 · 6 yrs 1 mo
State Registrations5 states
FLMAMENHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.